How to setup a rule

Automatically process import files in the background - as new files arrive in the inbox Axis can be set up to automatically process those in the background and import into QuickBooks or MYOB using a predefined mapping.

To set up a new rule follow these steps:

In the Zed Axis EDI module, click on the Rules button on the menu bar.

Click on the New button.

Choose a name for the rule, and check the active box.

Select the criteria that will identify the message that the rule should be applied to - you have the option of:

Message From: list of trading partners

Message Subject: what appears in the message subject line

File Attached: If the attached file contains a word or string

Spedify the Action that you wish to be applied to that file, you have the option of:

Transaction Type: Select the type of transaction you would like the file to be imported as

Use mapping: Selec the mapping that you would like to be applied to that file

Specify what should happen once the rule has been applied:

Change Status on Success: Select the status that you would like the message to be changed to once the file has been processed successfully

Change Staus on Error: Select the status that you would like the message to be changed to if the rule encounters an error